Cl Wealth Management LLC

Cl Wealth Management LLC (CRD# 134922) is a financial advisory firm headquartered in Schaumburg, IL. They manage $474,892,271 in 1,999 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    475
    MILLION
  • Total Number of Accounts
    1,999
    ACCOUNTS
  • Average Account Value
    $237,565
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Cl Wealth Management LLC
Showing 1 - 10 of 44 top financial advisors.
1
William R. Bessette
CRD#: 2078999
425 N. Martingale Rd., Suite 1220, Schaumburg, IL 60173

William Bessette (CRD# 2078999) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 33 years of experience in the finance industry.

2
Peter E. Bianchetto
CRD#: 2799192
425 N. Martingale Rd., Suite 1220, Schaumburg, IL 60173

Peter Bianchetto (CRD# 2799192) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 27 years of experience in the finance industry.

3
Lamindy C. Brandon-Joseph
CRD#: 2591953
425 N. Martingale Rd., Suite 1220, Schaumburg, IL 60173

Lamindy Brandon-Joseph (CRD# 2591953) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 18 years of experience in the finance industry. Lamindy Brandon-Joseph has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Chadwick T. Bridgers
CRD#: 2475641
Fayetteville, AR

Chadwick Bridgers (CRD# 2475641) is an Investment Advisor Representative working at Cl Wealth Management LLC in Fayetteville, AR and has over 29 years of experience in the finance industry.

5
Scott Q. Brodeen
CRD#: 4568420
425 N. Martingale Rd., Suite 1220, Schaumburg, IL 60173

Scott Brodeen (CRD# 4568420) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 21 years of experience in the finance industry.

6
William A. Brooks
CRD#: 4856808
Rehoboth Beach, DE

William Brooks (CRD# 4856808) is an Investment Advisor Representative working at Cl Wealth Management LLC in Rehoboth Beach, DE and has over 19 years of experience in the finance industry. William Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Thomas A. Davis
CRD#: 6133435
425 N. Martingale Rd., Suite 1220, Schaumburg, IL 60173

Thomas Davis (CRD# 6133435) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 11 years of experience in the finance industry.

8
John N. Doiron
CRD#: 5305305
425 N. Martingale Rd., Suite 1220, Schaumburg, IL 60173

John Doiron (CRD# 5305305) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 16 years of experience in the finance industry.

9
Bradley J. Donner
CRD#: 1861531
493 S. Main Street, Canandaigua, NY 14424

Bradley Donner (CRD# 1861531) is an Investment Advisor Representative working at Cl Wealth Management LLC in Canandaigua, NY and has over 35 years of experience in the finance industry.

10
Stuart A. Epley
CRD#: 3104478
425 N. Martingale Rd., Suite 1220, Schaumburg, IL 60173

Stuart Epley (CRD# 3104478) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 24 years of experience in the finance industry.

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